Geopolitical risks like the crisis in the Red Sea or more protectionist trade policies are increasing inefficiencies in global shipping, which will require more ships to move the same amount of freight. In this Talking Transports podcast, Jan Rindbo, CEO of D/S Norden, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share insights about how its dry-bulk and product-tanker fleets are navigating the uncertainty. A more favorable order book is making the dry-bulk outlook brighter relative to the product tankers. Rindbo also talks about Norden’s focus on biofuels to reduce emissions, entrance into the break-bulk market, returning capital to shareholders and how his desire to see the world led him to a long career in shipping.

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Earnings growth for transportation and logistics providers will be driven by when the freight cycle will finally turn. The uncertain economic backdrop has made calling the cycle increasingly difficult for market participants. In this Talking Transports podcast, Ravi Shanker, managing director and lead North American freight transportation and airlines analyst at Morgan Stanley, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share his insights about what could be in store for 2Q earnings and the rest of the year. They touch upon the truckload, less-than-truckload, railroad, intermodal parcel, forwarding and freight brokerage subsegments. Shanker remains optimistic about truckload rates this year, which is driving his overweight rating on most carriers in the space. He also discusses rail consolidation, airlines, autonomous trucking, technology and which stocks he prefers heading into earnings.

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E-commerce’s ease and convenience for consumers will fuel its growth, with Bloomberg Intelligence forecasting it will reach $2.9 trillion in US sales by 2030, making up 34% of retail vs. 25% last year. That growth doesn’t come without challenges for shippers and their transportation partners. In this Talking Transports podcast, Chris Guggenheim, founder and CEO of ClearJet, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share his insights about how the company’s technology-based platform and network of capacity partners are trying to make e-commerce logistics more nimble and cheaper for shippers. Guggenheim also talks tapping underutilized commercial-airline capacity, building out a parcel network, being a serial entrepreneur and how a job with Willie Nelson put him on the road to logistics.

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